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Earnings Call Transcript

Nazara Technologies Earnings Call Transcript: Key Takeaways

Nazara Technologies transitions into a global platform through the full acquisition of Bluepiles and appointing a new CEO. While gaming revenue grew 14% YoY, heavy user acquisition spending pressured EBITDA margins.

Guidance and delivery
Management target Revenue 30.0% FY27
Highlights
Revenue growth14% YoY growth in gaming; 49% consolidated excluding Nodwin deconsolidation.
MarginsGaming margins at 19.5%; UA spending tempering overall EBITDA performance.
Demand visibilityStrong traction in US mobile gaming and Indian e-sports segments.
Management confidenceConfident, pivoting toward aggressive global platform expansion and AI-led growth.

Growth

Gaming revenue rose 14% to INR 275 Cr; Bluepiles reported 54% growth but with high UA spend.

Outlook

Targeting 30%+ organic growth for Nodwin in FY27; Bluepiles consolidation begins from Q2 FY27.

Risks

Substantial cash outflow for Bluepiles acquisition and high customer acquisition costs impacting near-term profitability.

Last quarter's promises, checked

Delivered

  • Launch Wax Heads → Released last week (= BEAT)
  • Kiddopia subscriber growth → Returned to growth in Q3/Q4 (= BEAT)
  • Animal Jam margin expansion → Delivered meaningful expansion (= BEAT)

Partly delivered

  • Bluepiles consolidation → Pending Spanish FDI approval (= PARTIAL)

Missed

  • Sportskeeda recovery → Revenue declined 38% in FY26 (= MISS)
Source

Earnings Call Transcript filed with BSE, NSE: NAZARA. Summary written with AI assistance from the document.

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Nazara Technologies Ltd: key numbers

Share price
₹376.45
Market cap
₹14,482 Cr
Revenue (annual)
₹1,829 Cr
Net profit (annual)
₹95.85 Cr
P/E (TTM)
-276.0×Sector 22.1×
Promoter holding
33.98%-1.48% QoQ
FII holding
15.51%Current quarter

Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.

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18:13 IST BSE
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Nazara Technologies Annual General Meeting

Nazara Technologies Ltd held its 27th Annual General Meeting on September 25, 2026, transacting ordinary business including financial statement adoption and director re-appointment.

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Nazara Technologies Debt & Borrowing: ₹28 Cr

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Value
₹28.00 Cr
17:43 IST BSE
Management Change

Nazara Technologies Management Change

Nazara Technologies has appointed Mr. Raymond Albaladejo Stauffer as CEO, effective September 16, 2026. Mr. Nitish Mittersain continues as Managing Director.

15:27 IST BSE
Other Announcement

Nazara Technologies Other Announcement

Nazara Technologies Ltd filed its quarterly shareholding pattern for the quarter ended June 30, 2026. The submission provides the breakdown of promoter and public shareholding.

13:49 IST BSE
Product Launch

Nazara Technologies Product Launch

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19:11 IST BSE
Capital Structure Change

Nazara Technologies Capital Structure Change

Nazara Technologies revised its preferential issue size to ₹730.78 Crore following the exclusion of an allottee from the previously announced issuance.

Value
₹730.8 Cr